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WisdomTree MidCap Earnings Fund shares owned by Continuum Advisory

Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by Continuum Advisory from 13F filings

Historical chart of Continuum Advisory investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Earnings Fund held by Continuum Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Continuum Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $30k 455 65.13
2024-06-30 $26k 455 57.79
2024-03-31 $27k 455 59.62
2019-12-31 $2.4M 56k 42.10
2019-09-30 $2.1M 54k 38.71
2019-06-30 $2.0M 49k 40.10
2019-03-31 $2.1M 52k 39.91
2018-12-31 $714k 21k 34.28

More positions owned by Continuum Advisory

Capital Group Dividend Value Etf Etf (CGDV)
Apple Stock (AAPL)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Vanguard Total Stock Market Etf Etf (VTI)
Microsoft Corp Stock (MSFT)
Vanguard Extended Market Etf Etf (VXF)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Invesco Qqq Trust Series I Etf (QQQ)
Amazon Stock (AMZN)
Vanguard Total Bond Market Etf Etf (BND)
Barnes Group Stock (B)
Nvidia Corporation Stock (NVDA)
Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Vanguard Large-cap Etf Etf (VV)
Ishares S&p 100 Etf Etf (OEF)

View all positions for Continuum Advisory

Top funds holding WisdomTree MidCap Earnings Fund

Bank of America Corporation
Davenport & Co
Branch Banking & Trust Company
Morgan Stanley
Eqis Capital Management
Ieq Capital
Private Advisor
HighTower Advisors
Consolidated Planning Corp
Bsc Private Wealth Management
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
Jpmorgan Chase & Co
Cambridge Investment Research Advisors

View all funds holding WisdomTree MidCap Earnings Fund